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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathy? Claim Your ProfileKathy Parrish is a financial advisor with Commonwealth Financial Network. Kathy has been in the financial industry since 1983 and has experience working with individuals, high-net-worth individuals, corporations, and businesses. Kathy is registered with FINRA and the state of Washington and is also a registered investment advisor. Kathy holds several industry certifications and designations. Kathy is committed to providing personalized financial advice and helping clients reach their financial goals. Kathy specializes in financial planning, portfolio management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
09/16/2015 - Present
Commonwealth Financial Network (Yakima WA)
WA
04/20/2001 - 09/18/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (YAKIMA WA)
AZ
11/10/1998 - 04/30/2001
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
WA
11/21/1990 - 11/10/1998
FIRST WASHINGTON CORPORATION (SEATTLE WA)
MO
09/04/1990 - 11/23/1990
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
07/08/1988 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
10/11/1985 - 08/01/1988
DREXEL BURNHAM LAMBERT INCORPORATED
NA
08/23/1983 - 10/04/1985
CHARTER INVESTMENT GROUP, INC.
IA
Issued 08/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1984
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/24/1983
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1986
Series 5 - Interest Rate Options Examination
BC
Issued 10/24/1985
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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